Fund Finance Lead Banker, VP*

Key Responsibilities and Duties

• Support and lead the structuring, execution and ongoing monitoring of structured finance transactions, including bilateral and syndicated financings.
• Analyze asset pools and develop cash flow models to support transaction structures and underwriting decisions.
• Coordinate the preparation of credit memos, due diligence reports, and term sheets for internal and external use.
• Coordinate with legal, credit and operations teams through deal execution and closing.
• Assess the creditworthiness of counterparties, underlying asset performance, and structural features of proposed deals.
• Monitoring performance and support risk management and regulatory reporting requirements.
• Assist senior bankers with business development activities, including pitchbooks, client presentations, and proposal development. Engage with clients, sponsors, advisors, and rating agencies to facilitate transactions and support relationship building.
• Maintain a working knowledge of structured product types and market dynamics; contributing to innovation in deal structuring and product evolution to meet evolving client and market needs.
• Guide associates and analysts, providing clear direction and feedback; delegates effectively while maintaining quality control over deliverables; mentor to junior bankers.

Minimum Qualifications 

• 5+ years of experience at a financial institution or asset manager in credit underwriting or portfolio management, preferably within asset-backed finance, leveraged finance, or related departments.
• Demonstrated experience with structured credit underwriting and execution of new business transactions.
• Proven ability to prioritize work effectively, drive execution of junior level deliverables, meet deadlines, and achieve goals in a fast-paced, dynamic environment.
• Excellent verbal, written, and interpersonal communication skills, including the ability to clearly explain complex concepts.
• Ability and willingness to travel up to 15% of the time.

Preferred Qualifications

• 7+ years of experience in fund finance, asset-based lending, or structured credit, with direct exposure to alternative asset managers, financial sponsors, and/or institutional investors.
• Experience operating in a Senior Associate or VP (or equivalent) capacity, highly preferred.
• Proven ability to navigate and support the negotiation of complex legal documents.
• Demonstrated experience driving the execution of bilateral and agented transactions.

Role Specific Work Experience

• 5+ Years Required; 7+ Years Preferred

Educational Requirements

• University (Degree) Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC